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Category Archive

Below you'll find a list of all posts that have been categorized as “Personal Finance”

April 7, 2022

How Long Will My Retirement Savings Last?

As a Financial Planner focused on retirees, this is one question I hear all the time. It’s of course reasonable that individuals who are starting to think about retirement are concerned about their money lasting. The question comes in numerous variations, but they all…
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making
the complex
simple.

Featured image for “Year-End Financial Planning Checklist”

Year-End Financial Planning Checklist

October 6, 2020
Featured image for “October is Financial Planning Month”

October is Financial Planning Month

October 5, 2020
Featured image for “Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging”

Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging

September 3, 2020

The Cost of Trying To Time the Market

September 3, 2020

When to Claim Social Security

September 3, 2020

A Roth IRA’s Many Benefits

March 30, 2020

Tuning Out the Stock Market Noise

March 30, 2020

Measuring the Value of a Financial Advisor

December 4, 2019

End-of-the-Year Money Moves

October 30, 2019
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Investment advisory services are offered through Canter Wealth, a Registered Investment Adviser

Canter Strategic Wealth Management, LLC d/b/a Canter Wealth (the Registered Investment Adviser), and Canter Real Estate Group, Canter Development, and Canter Capital are affiliated companies. Persons engaging the services of one affiliate of the Canter Companies should be aware each of the companies is operated separately. Engaging the services of one entity does not entitle any client to the rights and protections of another entity, some of whom are regulated entities subject to different regulatory regimes. Clients should be aware that services provided by one regulated entity will only be provided concerning that entity and are not for services provided by another Canter Company. The protections afforded when doing business with one entity may not necessarily exist when doing business with another affiliated entity.

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